Australian Investors Podcast

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith dive into ASX reporting season news from Pro Medicus Ltd (ASX: PME) and JB HiFi Limited (ASX: JBH) and answer your questions. If you love learning about smart portfolio management and staying invested through the cycle, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Is CSL a buy after recent price weakness? – Responding to financial media fear headlines – What falling AUD means for overseas ETFs – How super contributions are “timed” in falling markets – Dividend reinvestment plans – yay or nay? – How to think about rebalancing portfolios during market corrections – Is two ETFs enough for diversification? – How advisers project manage debt recycling strategies ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses with guest Stephen Darke: – What Navigator Global Investments (ASX: NGI) actually does – How NGI earns revenue by backing hedge funds & private market firms – Why NGI believes the market is undervaluing its portfolio – How Stephen Darke thinks about manager selection, fees & long-term capital allocation If you love learning about listed investment businesses and alternative investing, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!** Follow us on Instagram and TikTok for more investing insights. Topics Covered: – Navigator’s unique investment model and how it earns revenue – Why hedge fund strategies can be sticky and valuable in volatile markets – How NGI identifies and partners with elite alternative managers – Why Stephen Darke believes NGI is misunderstood and undervalued by the ASX – Final thoughts on performance fees, capital lockups and the growth vision for NGI ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss: – Four common retirement mistakes (and how to avoid them) – Elon Musk’s $30 billion Tesla bonus – Multiple stocks, ETFs & one unlisted company on our radar – Listener questions on LaserBond, leveraged ETFs & micro-investing apps Chapters (approximate) (00:00) Introduction (01:56) Drew's Big Mistakes (02:54) 4 Retirement Mistakes (05:15) Owen's New Tesla (09:28) Drew's Four Investment Ideas (17:22) Who Are The Richest People? (20:05) Owen's Two Investment Ideas (24:09) LaserBond Limited (ASX:LBL) (32:40) Fake Portfolio Updates (39:09) Global X (A300) (41:22) ASX's TPG Bungle (47:08) Geared Index Funds (55:04) How to Buy Shares on Interactive Brokers (56:12) Buy, Hold or Sell? (57:16) Round-up Investing (1:00:24) Drew's Dad Joke If you love learning about long-term investing, superannuation and stock market strategies, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Retirement spending patterns and why they change – The “I + G = TR” rule for total return in retirement – Why not starting a pension could cost you thousands – Elon Musk’s $30b Tesla option package – fair reward or too much? – Drew’s watchlist: Palantir, QUS ETF, Tesla & Storypark (unlisted) – Owen’s watchlist: Intuitive Surgical, Costco & Macquarie Group – Small-cap spotlight: LaserBond (LBL) and its surface engineering tech – Leveraged ETFs – when they can work, and the risks – Micro-investing apps like Raiz – fees, features & when to use them Resources for This Episode – Ask a question – just select the Investors Podcast ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses: – India’s demographic edge and economic growth – The digital transformation (Aadhaar, JAM Trinity) and infrastructure boom – The rise of local Indian investors and the impact of SIPs – Why active investing beats passive in India’s complex market If you love learning about global investing and emerging markets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. – India Avenue ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg #Investing #India #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Drew Meredith and Mitchell Sneddon react to a 10% global market pullback, break down Trump’s new tariff moves, dive into Bapcor’s 30% share price crash, and talk through portfolio resilience, investor psychology, and listener questions on DRPs, super, and tactical rebalancing. In this Australian Investors Podcast episode, your hosts Drew Meredith and Mitchell Sneddon discuss: – Trump’s new round of tariffs and trade war risks – How to manage portfolios in a falling market – Bapcor’s 30% share price crash & turnaround potential – Drew’s client strategy and Mitchell’s ETF reflections Chapters (approximate) (00:00) Introduction (03:51) Tariffs and Market Reactions (07:32) Wattle Portfolios General Exposure (11:18) US Federal Reserve and Interest Rates (13:59) Where Was Drew on July 2nd? (15:45) NAB CEO Called Out (20:44) WiseTech's New CEO (24:14) Bapcor Stock Tanked (30:40) Drew's Rejected Episode Ideas (34:06) The Challenges of Active Management (40:01) Our Favourite GYG Orders (42:00) Thoughts on GYG (45:39) Active vs. Passive Management (52:21) Fake Portfolio Updates (52:59) Rapid Fire Questions for Drew If you love learning about long-term investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Trump’s tariffs on South Korea, India & Brazil: investor implications – Waddle’s approach to portfolio risk, diversification & hedging – Bapcor’s 30% crash: write-downs, Bunnings competition & a turnaround series idea – NAB CEO wine-gate and executive behaviour in the age of scrutiny – WiseTech’s unusual CEO transition & governance flags – Listener Q&A: DRPs, ETF allocation, and rebalancing winners vs losers – Guzman y Gomez analysis: growth vs valuation, is it too spicy? – Magellan & falling knives: what Mitchell & Drew regret buying – Portfolio leaderboard update & Drew’s bagel-based spice test Resources for This Episode – Nobody's Fool by Harlan Coben – Ask a question – just select the Investors Podcast ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Tim Carleton, founder and Chief Investment Officer at Auscap Asset Management, to discuss: – Auscap’s high-conviction approach to investing – What makes a business “high quality” (and worth holding long-term) – Risk management insights from Macquarie and Goldman Sachs – Why valuation discipline and business quality matter more than ever – The logic behind Auscap’s top investments including ResMed, REA, and Nick Scali If you love learning about long-term investing and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Tim’s investing origin story: from punting at uni to Macquarie & Goldmans – Auscap’s focus on the top 70–80 companies in the market – Why competitive advantage and ROE drive long-term returns – Position sizing, portfolio construction & trimming winners – The ResMed GLP-1 panic and contrarian investing – Lessons from cycles in mining and banking stocks – How to think about risk, valuation, and business quality – Advice Tim gives to students at Sydney Uni Resources for this episode – Auscap Asset Management ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Ryan Newman, Director of Research at The Motley Fool Australia, shares his insights on growth investing. He discusses his methods for identifying standout companies, shedding light on ResMed's leadership in sleep health and how GenTrack is innovating in utility software. Newman also explains how Pinnacle Investment structures its boutique funds for optimal returns. The conversation emphasizes the importance of thorough research and patience in navigating the stock market, providing listeners with valuable strategies for long-term investing success.

In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Greg Dean, founder and Chief Investment Officer of Langdon Equity Partners, a global small cap fund manager based in Canada. Together, they discuss: – The emotional weight of receiving a financial legacy – How to manage family dynamics and partner expectations – What to do first (hint: it’s not investing!) – How to seek the right advice and build a trusted team – What happens if you're not expecting an inheritance If you love learning about small cap investing and global markets, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Why global small caps remain overlooked — and why that’s an edge – How Langdon defines and finds compounders – The “trust but verify” investment philosophy – Langdon’s investment team structure & culture – How to assess management teams and competitive advantage – Real examples of stock misses, wins & lessons learned – Final thoughts on patience, ownership, and what drives Greg personally Resources for This Episode – Learn more about Langdon Equity Partners ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

 In this Australian Investors Podcast episode, Owen Rask breaks down how to invest in artificial intelligence (AI) using ETFs. With AI transforming everything from your workplace to your portfolio, this episode covers: – How AI could add $16 trillion to the global economy – Which ETFs give you exposure to AI megatrends – The difference between core and satellite ETF strategies – Risks to be aware of when investing in AI-focused funds If you like this Australian Investors Podcast episode on AI investing, you'll love our series. Don't forget to subscribe for weekly shows on ⁠Apple⁠, ⁠Spotify⁠, ⁠YouTube⁠, or wherever you get your podcasts! Follow us on ⁠Instagram⁠ and ⁠TikTok⁠ for more investing insights. Topics Covered – Why AI is a massive opportunity for investors – Understanding NVIDIA and the rise of AI hardware – How ETFs provide diversified exposure to AI – NDQ ETF (Nasdaq 100 – includes Microsoft, Nvidia, Google) – FAANG ETF (Top 10 tech giants: Facebook, Apple, Amazon…) – ATEC ETF (Aussie tech companies using AI) – GXAI & AINF ETFs (Global AI infrastructure and software) – The role of cybersecurity via HACK ETF – Core vs. Satellite ETF strategy – What to look for in ETF fees and risks (MERs, currency risk, tax changes) – Why staying diversified is the key to long-term success – Using ETFs to blend AI exposure with stability Resources for this episode 📄 Learn more about AI and ETF investing: ⁠NDQ – BetaShares Nasdaq 100 ETF⁠ ⁠FAANG – Global X FAANG+ ETF⁠ ⁠ATEC – BetaShares Australian Technology ETF⁠ ⁠GXAI – Global X Artificial Intelligence ETF⁠ ⁠HACK – BetaShares Global Cybersecurity ETF⁠ ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit -⁠ https://bit.ly/Pearler⁠ 📊 Get 50% off your first two months using PocketSmith -⁠ https://bit.ly/R-PocketSmith⁠ 📈 View Betashares full range of funds -⁠ https://bit.ly/beta-25⁠ ~~ Rask resources ~~ 🔗 Explore all Rask services -⁠ https://bit.ly/R-services⁠ 📋 Learn about Rask Financial Planning -⁠ https://bit.ly/R-plan⁠ 📈 Start investing with Rask -⁠ https://bit.ly/R-invest⁠ 📜 Access Show Notes -⁠ https://bit.ly/R-notes⁠ ❓ Ask a question - just select the Investors Podcast -⁠ https://bit.ly/R-quest⁠ 📲 Follow us on social media: Instagram:⁠ @rask.invest⁠ TikTok:⁠ @rask.invest⁠ DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) -⁠ https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Luke Laretive discuss: – Why Luke refuses to buy investment property – Pro Medicus (ASX: PME) and why it's not in Seneca’s portfolio – Luke’s small cap process and how it delivers outperformance – How big the Seneca fund can grow and when it might close Chapters (approximate) (0:00) Introduction (02:28) NVIDIA or Pro Medicus? (07:27) Is Investing with Luke the Top of the Market? (11:30) How Big Can Your Fund Get Before Soft Closing? (14:10) Active Vs. Small Caps: 20 Years of Data (16:15) Thoughts on Kelly Partners (22:13) City Chic ASX:CCX (23:36) Property Market or Share Market? (27:22) Thoughts on Fortescue (29:34) PlaySide Studios ASX:PLY (37:20) Our Fake Portfolios Update (39:15) How to Make the Most Money Possible (44:57) Luke's Favourite Companies (47:42) Small Companies Fund If you love learning about small caps and active investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Pro Medicus (ASX: PME) vs NVIDIA: Efficient markets and priced-for-perfection concerns – The Seneca investment process & portfolio management principles – Kelly Partners (ASX: KPG) & why Luke avoids debt-fuelled roll-ups – Fund sizing: when Luke would soft or hard close Seneca – The long-term edge of small caps & why the cycle still has legs – Shares vs property: Luke’s strong opinion and logic ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices